+27.9%
SPMO vs UPST
-62.0%
+90.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.5% |
| 7D | +2.7% | -8.1% | +10.8% | +3.9% |
| 30D | +1.1% | -14.3% | +15.4% | +3.1% |
| 3M | +2.0% | -16.6% | +18.7% | +4.3% |
| 6M | +26.5% | -7.3% | +33.8% | +26.6% |
| YTD | +26.5% | -40.8% | +67.3% | +31.9% |
| 1Y | +27.9% | -62.4% | +90.4% | +34.6% |
| All | +27.9% | -62.0% | +90.0% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UPST wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling